Let go of stereotypes and communicate with clients as unique individuals. (Click to Tweet)
While there are gender differences in how men and women communicate and what they want from their advisors, make sure you avoid myths about women and money. Falsehoods such as all women are risk averse, or all men are interested in investments do more harm than good. To avoid falling into this trap, notice and embrace your clients’ strengths and celebrate each and every person for what they uniquely bring to the table.
Watch this short video from the Investment News Retirement Summit to learn more.
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